Private Capital Group’s Wheaton Precious Metals WPM Stock Holding History

Private Capital Group’s Portfolio WPM Stock Details WPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$0	Sell	3 -500	-99%	-$21.7K	﹤0.01%	2138
2022 Q1	$24K	Hold	503	–	–	0.01%	960
2021 Q4	$22K	Hold	503	–	–	﹤0.01%	1040
2021 Q3	$19K	Hold	503	–	–	﹤0.01%	1113
2021 Q2	$22K	Hold	503	–	–	0.01%	1052
2021 Q1	$19K	Hold	503	–	–	﹤0.01%	1094
2020 Q4	$21K	Hold	503	–	–	﹤0.01%	1168
2020 Q3	$25K	Hold	503	–	–	0.01%	1013
2020 Q2	$22K	Hold	503	–	–	﹤0.01%	1069
2020 Q1	$14K	Hold	503	–	–	﹤0.01%	1175
2019 Q4	$14K	Hold	503	–	–	﹤0.01%	1235
2019 Q3	$13K	Sell	503 -151	-23%	-$4.06K	﹤0.01%	1373
2019 Q2	$14K	Buy	654 +151	+30%	+$3.35K	﹤0.01%	1247
2019 Q1	$12K	Hold	503	–	–	﹤0.01%	1412
2018 Q4	$10K	Hold	503	–	–	﹤0.01%	1403
2018 Q3	$8K	Sell	503 -151	-23%	-$2.9K	﹤0.01%	1561
2018 Q2	$14K	Hold	654	–	–	﹤0.01%	1268
2018 Q1	$13K	Buy	654 +151	+30%	+$3.1K	﹤0.01%	1268
2017 Q4	$11	Buy	+503	New	+$10.5K	﹤0.01%	1330

Other funds holding WPM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

Private Capital Group's WPM Position: Q2 2022 in Review

Private Capital Group reduced its Wheaton Precious Metals (WPM) stake by 99% in Q2 2022, selling an estimated $21.7K and leaving 3 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2138.

Private Capital Group first reported a position in WPM in Q4 2017 and has held it in 19 quarters since. The position peaked at $25K in Q3 2020. 495 funds tracked by Wall St. Rank hold WPM as of Q2 2022.

Private Capital Group held 3 shares of Wheaton Precious Metals worth $0 as of Q2 2022.
Private Capital Group sold 500 Wheaton Precious Metals shares in Q2 2022, an estimated $21.7K.
Wheaton Precious Metals made up ﹤0.01% of Private Capital Group's portfolio in Q2 2022, its #2138 holding.
Private Capital Group first reported a position in Wheaton Precious Metals in Q4 2017 and has held it in 19 quarters since.
Private Capital Group's Wheaton Precious Metals position peaked at $25K in Q3 2020.
495 funds tracked by Wall St. Rank held Wheaton Precious Metals as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.